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Marketing places where Advisers just HAVE to be
by Tony Vidler        Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients.   Even when prospecting for new clients is not a particular issue, professional credibility is.  Suppliers, potential referrers, Centres Of Influence…they […]
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Why advertising doesn’t work sometimes
by Tony Vidler        At some point most professionals consider using advertising as a means of lead generation, and usually it doesn’t work quite as well as they hoped. There are a few things to get right when it comes to creating advertising which generates the results you hoped for but the most obvious reason […]
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The New Paradigm of Professional Services Marketing
by Tony Vidler        There has been a significant paradigm shift in how professional services marketing and sales functions interact.   A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already happened.   The traditional view of “marketing generating leads” and then “sales converting leads into customers” […]
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You can do personal online-only advice
by Tony Vidler        There are some great reasons to go digital in your advice process, especially if you live in a city where traffic gridlock, exorbitant parking costs and insane commercial rents drive up your overheads and kill your productivity.   For many advisers now of course, there is no choice but to go digital-only.  […]
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Financial Advisers Digital Marketing Starter Pack
by Tony Vidler        If you are an adviser who has mastered digital marketing then you don’t need to read this.  If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]
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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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How to get more eyeballs on your Call-To-Action
by Tony Vidler        Getting prospective customers to move from content engagement to your call-to-action is a critical step in improving qualified leads, and conversions of them to clients.  One of the things I love about technology today is that there are always new applications helping you to improve your sales and marketing efforts in this […]
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This is how Professional Services marketing has changed
by Tony Vidler        This is how much professional services marketing has changed in just the last few years…the head of a national real estate firm which settles 14,000 deals a year explained the marketing process and how they achieve their results.  Here it is: Over 95% of all new customer enquiries now begin online. 100% of […]
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How to work out which digital tactics are your best shot
by Tony Vidler         Digital marketing MUST be on every advisers radar by now, but which digital tactics are best for your practice remains a burnbing question it seems.   The answer to that depends on what you are trying to achieve from digital marketing of course, and as always, one should begin with the end […]
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Financial Adviser Marketing: Creating Ghost Town’s?
by Tony Vidler        I found this cartoon ages ago and I love it because it so accurately describes a huge marketing mistake that I keep seeing when it comes to financial adviser marketing:   Enormous effort and resource is put into creating wonderful websites, facebook pages and blogs…..then……nothing!   While there is an excellent […]
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